| | individuals to use it. Only a Certified Financial Planner™ or CFP® licensees are authorized to use this important designation. The designation also signals that the person has voluntarily submitted to the regulatory authority of the CFP Board.
Direct from the CFP® website: Most people think all financial planners are "certified", but this isn't true. Anyone can call himself a “financial planner”, but only those who have fulfilled the certification and annual renewal requirements of the CFP Board can display the CFP® marks, which represent a high level of professionalism. CFP Board's Standards of Professional Conduct require CFP® professionals to act in your best interest, putting your needs above their own.
The CFP Board’s certification process assures the public that individuals authorized to use it are dedicated to a high level of professionalism! As a Certified Financial Planner™, they have been asked by the CFP Board to always act in the best interest of the client and to put those interests ahead of their own at all times. They are also required to do so with the heightened duty of care of a "fiduciary" which as defined by the CFP Board means "one who acts in utmost good faith, in a manner he or she reasonably believes to be in the best interest of the client." The seven principles of the CFP® Code of Ethics are Integrity, Objectivity, Competence, Fairness, Confidentiality, Professionalism, and Diligence...certainly qualities anyone would want in their Financial Advisor!
For any additional information on the CFP Board or their Standards of Professional Conduct, please click on the link below.
You will be pleased to know that we have been a member of the Better Business Bureau since 2004 and we hold an A+ rating!!!
If you would like to check out the website for the Better Business Bureau, please click on their logo.
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Gold Medal Services “The New Standard in Personalized Wealth Management”
Check out some of the areas where Appelman Financial provides special services to their Gold Medal Service clients:
 | | Investment Oversight Service
|  | | Tax Reduction Planning
|  | | Retirement Income & Distribution Planning
|  | | Family Wealth Planning
|  | | Client Services & Communication
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For a complete listing of the Gold Medal Service, please click here. |